AXIOM WEALTH STRATEGIES, LLC
CRD #313124 SEC #801-132515 BEND, OR 541-389-7777
SEC Registered
Total AUM
$100.1M
Discretionary
$100.1M
Employees
5
Clients
10
Accounts
375
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RICHARDS, NEAL, ALBERT | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (4)
ID OR TX WA
Address
243 SW SCALEHOUSE LOOPSUITE 5B
BEND, OR 97702
United States
Phone: 541-389-7777